Leadership Team
Todd Douma, CFP®
Partner & Senior Wealth Advisor
Shawn West AIF®, CPFA®, C(k)P®
CuraFin Advisors Founder & ERISA Director
Robert Smith CAP®, ChFC®, AEP®, CLU®
Scottsdale Financial Group Founder & President
.jpg)
Gavin Lyons, CFP®
Partner & Chief Operations Officer
Susan Abbass, IACCP®, MBA
Chief Compliance Officer
Wealth Management Team
Eric Anthony, CFP®, ChFC®
Senior Wealth Advisor
Mark Rizvi, CFP®
Wealth Advisor
Dante Peterson
Wealth Advisor
Tammy Brown
Director of Client Services
Connie Cook
Client Services
Tania Barrera
CuraFin Manager, Client Services
Complimentary Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.